LNG
概要
LNGは、投入コストと炭素排出の両方を管理するのに役立つため、重要な原料としての位置を確立しています。重工業ユーザーによるネットゼロ目標達成の推進は、LNGの使用方法と使用場所に新たな局面をもたらしています。全体として、使用量は増加すると予想され、最も成長率の高い化石燃料になると予測されています。
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US fighter jet shot down over Iran: Tasnim
US fighter jet shot down over Iran: Tasnim
Washington, 3 April (Argus) — Iran's military has shot down a US F-15 fighter jet over Iran, Iranian news agency Tasnim said on Friday. In a development that could spark a major escalation of the US-Israeli war with Iran and upend the White House's timetable for the conflict, the Iranian Army's Air Defense Unit shot down the fighter jet, Tasnim reported. The fate of the F-15 crew members was not immediately clear. In a conflicting report, Iranian state news agency Irna posted images on X of what it described as an "F-35 fighter jet" that it said had been destroyed by the Islamic Revolutionary Guard Corps. Neither the White House nor US Central Command responded immediately to enquiries, while the Pentagon referred questions to Central Command. President Donald Trump has not posted on his social media platform about the incident. But at around 3:30pm ET he did post, "KEEP THE OIL, ANYONE?" And earlier in the day, Trump posted: "With a little more time, we can easily OPEN THE HORMUZ STRAIT, TAKE THE OIL, & MAKE A FORTUNE. IT WOULD BE A 'GUSHER' FOR THE WORLD???" During his prime time address to the US public about the war on 1 April, Trump claimed that the Iranians "have no anti-aircraft equipment", adding: "Their radar is 100pc annihilated. We are unstoppable as a military force." A second US war plane, an A-10 Warthog attack plane, crashed near the strait of Hormuz about the same time as the F-15, the New York Times reported on Friday. By David Ivanovich Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Trump pledges to 'finish the job' quickly in Iran
Trump pledges to 'finish the job' quickly in Iran
Washington, 1 April (Argus) — President Donald Trump on Wednesday said the US is on track to finish all of its military objectives in the war against Iran "very shortly", but he again called on other countries dependent on Mideast Gulf oil to figure out how to reopen the strait of Hormuz. In his first prime time address to the US public since launching the war with Iran on 28 February, Trump made no new announcements about his plans for the course of the conflict. US armed forces have achieved "overwhelming victories on the battlefield", Trump said. Even so, Trump said he expects the war will continue for weeks, during continued negotiations with Iran and despite his claim earlier in the day that Tehran had asked for a ceasefire. "We're going to hit them extremely hard over the next two to three weeks," Trump vowed. "We're going to bring them back to the stone ages, where they belong." Trump used the speech to repeat messages he had posted over the last few days on his social media platform. Countries that depend on oil shipped through the strait of Hormuz should "build up some delayed courage", Trump said, and take control of the waterway where 20pc of global oil flows. "They must grab it and cherish it," Trump said. "They can do it easily. We will be helpful, but they should take the lead in protecting the oil that they so desperately depend on." Trump openly mocked those countries that refused to join the US war effort and now can not get enough oil with the strait largely closed to traffic. "I have a suggestion: Buy oil from the United States of America," Trump said. "We have plenty. We have so much." And Trump mused that when the conflict ends, "the strait will open up naturally", since Iran will want to sell oil to rebuild. Trump acknowledged that many in the US are "concerned" to see gasoline prices rising, which he blamed "entirely" on the attacks Iran launched on tankers and neighboring countries. Trump said the war in Iran was not so long, when compared with other wars. Trump's national address comes at a time when Republicans are facing declining popularity over the war and its economic ramifications. The conflict has undercut a central message that Trump's policies have lowered prices at the pump and eased inflation. US motorists are now paying $1.05/USG more for gasoline and $1.59/USG more for diesel than they were before the war began. EU countries have begun to slash growth forecasts for 2026 and 2027 in response to surging commodity prices caused by the closure of the strait of Hormuz. Ryanair chief executive on Wednesday warned the budget airline and other European carriers may need to start cutting flights if the strait remains closed. US allies are confronting a position of dealing with the political fallout of rising prices for a war they did not initiate. "This is not our war," UK prime minister Keir Starmer said on Wednesday. "We will not be drawn into the conflict. That is not in our national interest." The most effective way to ease surging prices, Starmer said, is to push for "de-escalation in the Middle East". The long-term national interest of the UK will require "closer partnership with our allies in Europe and with the European Union", he said. Trump and his cabinet have signaled plans to pull back from Nato, out of their view that members of the defense alliance have failed to offer enough support in the war against Iran. The administration plans to review if remaining in Nato is still serving US interests, US secretary of state Marco Rubio said. "There is no doubt, unfortunately, after this conflict is concluded, we are going to have to re-examine that relationship," Rubio said in an interview on Fox News on Tuesday. Trump can not pull the US out of Nato without an affirmative vote by two thirds of the US Senate, under a 2023 law that was enacted in response to Trump's threats during his first term to exit the defense alliance. US senators Mitch McConnell (R-Kentucky) and Chris Coons (D-Delaware) on Wednesday said the Senate would continue to support Nato. By Chris Knight Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Western Australia's LNG projects restart production
Western Australia's LNG projects restart production
Sydney, 31 March (Argus) — Western Australia's (WA) off line LNG projects are restarting some domestic gas production, while the Pilbara Ports Authority (PPA) is assessing damage from category 4 tropical cyclone Narelle, which passed through the region late last week. The ports of Dampier and Ashburton have been checked over, with structural damage to Dampier's general cargo import facilities, rendering the wharf inoperable, PPA said on 31 March. The bulk liquids terminal is operable, PPA said, meaning fuel imports for the region's major iron ore mines is unaffected. Ashburton port has also suffered damage to its general cargo wharf and this remains closed, with engineering teams looking over the facilities during the next few days. The port of Varanus Island — a central gathering and processing hub for oil, gas and condensate supplied by nearby fields, including those operated by Australian independent Santos — has reopened with no impacts to operations, PPA said. LNG projects recovering The region's affected LNG projects are slowly returning to production after Narelle took two major plants, the 14.3mn t/yr North West Shelf (NWS) and 8.9mn t/yr Wheatstone terminals, off line late last week . NWS' Karratha gas plant will be producing at 300 TJ/d and Wheatstone at 20 TJ/d on 1 April, indicating that some volumes are returning on line, according to the Australian Energy Market Operator's WA gas bulletin board, which measures domestic flows. Wheatstone may take weeks to return to full capacity, Chevron has said, while it returned one train at the 15.6mn t/yr Gorgon LNG terminal, which was taken off line during the cyclone to service on 29 March. The disruption to supply comes during an already tight supply balance in the Pacific basin, with Qatar's 64.2mn t/yr Ras Laffan terminal pausing production on 2 March due to the US-Iran war. Domestic gas flows fell from 1,202 TJ/d on 24 March to 558 TJ/d on 29 March due to Narelle's impacts, forcing alumina refineries run by US producer Alcoa to slash output temporarily . By Tom Major Argus LNG prices ($/mn Btu) Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Saudi East-West pipeline maxed out on Hormuz closure
Saudi East-West pipeline maxed out on Hormuz closure
Doha, 29 March (Argus) — Saudi Arabia's now primary export outlet, the 7mn b/d East-West pipeline, has reached full capacity, sources with knowledge of the matter told Argus . The kingdom has, over recent days, moved around 7mn b/d of crude through the pipeline, the sources said. The pipeline, which links Saudi Arabia's eastern oil fields to the Red Sea port of Yanbu, was developed during the 1980s Iran-Iraq "Tanker War" as part of contingency planning to maintain exports in the event of a closure of the strait of Hormuz. The US-Israel war with Iran which began on 28 February has effectively halted flows through Hormuz, after Tehran began threatening and targeting tankers in and around the strait. This has forced Saudi Arabia and other regional producers to shut in significant volumes of oil and gas output. State-controlled Saudi Aramco began offering customers in Asia-Pacific the option of loading crude from Yanbu during the first week of the war, ramping up exports from the Red Sea port. A large number of tankers have since been redirected to Yanbu. Crude exports via Yanbu have reached around 5mn b/d, with an additional 900,000 b/d of refined products also shipped from the Red Sea, the sources said. The pipeline also supplies around 2mn b/d to domestic Red Sea facilities, including 1.5mn–1.6mn b/d to refineries near Yanbu and 400,000–500,000 b/d to the Jizan refinery, as well as power and desalination plants along the coast. Despite operating at full capacity, flows through the pipeline remain insufficient to compensate for the loss of Hormuz, which previously handled around 15mn b/d of crude flows. Saudi Arabia exported around 7.1mn b/d of crude in February and averaged 6.3mn b/d in 2025, with roughly 5.5mn b/d previously shipped via the Mideast Gulf. The kingdom's ability to rapidly deploy spare infrastructure and reroute exports reinforces its position as the world's primary supplier of last resort. Saudi Arabia has also cut production by around 2.5mn b/d , shutting in several offshore fields — including Safaniya, Marjan, Zuluf and Abu Safa — in response to Iranian missile and drone threats targeting Gulf energy infrastructure. Infrastructure linked to Red Sea exports has also come under attack. Saudi Arabia's defence ministry on 20 March said that an Iranian drone struck near the 400,000 b/d Samref refinery in Yanbu, prompting a temporary halt to exports from the terminal. Meanwhile, Yemen's Iran-backed Houthi militants launched missiles at Israel on 28 March, marking its first direct involvement since the conflict began. The move raises the risk of further escalation in the Red Sea and around the Bab el-Mandeb, a critical route for global oil flows. The Houthis warned they would enter the conflict if US or Israeli operations expanded, although they have not yet indicated plans to target shipping. But the group has previously attacked tankers during the Gaza war. Any disruption to flows through Bab el-Mandeb would leave Saudi crude exports via the Red Sea dependent on transit through Egypt. By Bachar Halabi Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
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